Citigroup Capital Strategies
Industry: Capital market company
DescriptionFounded: 1977 Parent organizations: Citigroup, Morgan Stanley Wealth Management
Citigroup Capital Strategies List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Citigroup Capital Strategies. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Citigroup Capital Strategies Salaries. You can even request information on how much does Citigroup Capital Strategies pay if you want to. Learn about salaries, pros and cons of working for Citigroup Capital Strategies directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
12 Citigroup Capital Strategies employees in database. Find out everything there's to know about Citigroup Capital Strategies employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Citigroup Capital Strategies Employees
Waterview Advisors June 2003 - Present
Citigroup Capital Strategies 1995 - 2003
Arthur Andersen & Co. 1985 - 1994
Skills
Mergers & Acquistiions, Business Valuation, Capital Markets, Investment Banking, Corporate Finance, Valuation, Mergers, Private Equity, Investments, Financial Analysis, Financial Modeling, Finance, Mergers & Acquisitions, Venture Capital, Corporate Development, Due Diligence, DCF, Private Placements, Entrepreneurship, IPO, Management
Education
Baylor University - Hankamer School of Business 1981 — 1985
BBA, Finance and Economics
Ascendiant Capital Markets LLC February 2015 - Present
Hunter Wise Financial Group May 2006 - February 2015
Citigroup Capital Strategies November 1997 - April 2006
Skills
Entrepreneurship, Mergers, Corporate Finance, Healthcare, Developers, Energy, Recapitalizations, Private Equity, Investment Banking, Valuation, Mezzanine, Business Planning, Mergers & Acquisitions, Due Diligence, Business Strategy, Financial Analysis, Financial Modeling, M&A experience, LBO, Business Valuation, Finance, Private Placements, Corporate Development, Acquisitions, Divestitures, Public Speaking, Buyouts, IPO, Capital, Middle Market, Restructuring, Growth Capital
Education
Peak to Heat Double "PHD" 2010 — 2011
PHD
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1999
MBA
University of Southern California - Marshall School of Business 1988 — 1992
FMV Capital Markets, LLC September 2005 - Present
Hunter Wise Financial Group, LLC March 2005 - November 2005
Citigroup Capital Strategies June 1990 - March 2005
Skills
Mergers, Private Equity, Venture Capital, Corporate Finance, Valuation, Investment Banking, Strategy, Strategic Planning, Mergers & Acquisitions, Entrepreneurship, Investments, Capital Markets, Leadership, Financial Modeling, Business Strategy, CRM, Business Valuation, Financial Analysis, Corporate Development, Equities, Finance, Due Diligence, Divestitures, M&A experience, Financial Structuring, Restructuring
Education
University of California, Irvine - The Paul Merage School of Business 1984 — 1987
Masters of Business Administration, Finance
RS Crum, Inc. April 2008 - Present
Momentum Group, Inc. October 2002 - December 2009
Citigroup Capital Strategies August 1995 - April 2002
Skills
Finance, Mergers & Acquisitions, Management Consulting, Real Estate, Investment Management, Personal Financial..., Certified Financial..., Investments, Financial Analysis, Financial Modeling, Strategic Financial..., Portfolio Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2003
MBA, Emphasis in Finance
University of Arizona 1990 — 1993
BSBA, Accounting and Finance
J.P. Morgan June 2014 - Present
Hyde Park Capital Partners, LLC June 2008 - June 2014
Citigroup Capital Strategies December 2002 - September 2006
Andersen Consulting September 1999 - July 2001
Skills
Mergers & Acquisitions, Corporate Finance, Investment Banking, Financial Advisory, Private Equity, Valuation, Financial Modeling, Venture Capital, Capital Raising, Due Diligence, LBO, Corporate Development, Financial Analysis, Capital Markets, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA, Corporate Finance
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MSF, Finance
Boston College 1995 — 1999
BS, Business
Liberty Dental Plan August 2009 - Present
Newcastle Partners, Inc. April 2006 - August 2009
Best Life and Health Insurance Company October 2008 - January 2009
PacifiCare Health Systems April 2005 - April 2006
Citigroup Capital Strategies October 1999 - April 2005
TTI Testron, Inc. (now Everett Charles Technologies) September 1993 - October 1999
Education
Fullerton College
Associate of Arts, Business Administration
Generational Capital Markets, Inc. Member FINRA/SIPC December 2006 - Present
SMA Advisors April 2003 - November 2006
Citigroup Capital Strategies January 1991 - March 2003
Skills
Mid-market M&A, US &..., Mergers & Acquisitions, Capital Markets, Private Equity, Finance, Due Diligence, Investments, Valuation, Business Strategy, Financial Analysis, Management, Investment Banking, Corporate Finance
Education
University of South Florida 1989 — 1990
MBA, Marketing
St. Cloud State University - Herberger Business School 1984 — 1988
BS, Communications, Business
Xealot Inc. January 2014 - Present
Newsong Community Church of Orange County August 2014 - Present
Xealot Inc. January 2012 - Present
BuzzMob December 2010 - Present
Ing Advisory Group January 2005 - Present
Citigroup Capital Strategies December 1995 - December 2005
Skills
Investment Banking, Mergers, Corporate Finance, Financial Analysis, Valuation, Business Strategy, Business Planning, Accounting, Strategic Consulting, Start-up Consulting, Report Writing, Acquisition Integration, Acquisition Analysis, New Business Development, Non-profits, Securities, Stockbroking, Finance, Business Valuation, Financial Modeling, Mergers & Acquisitions, Start-ups, Strategy, Strategic Planning, Private Equity, Executive Management, Venture Capital, Capital Raising, Due Diligence, Entrepreneurship, Corporate Development, Management, Analytics, Business Development, Investments, M&A experience, Strategic Partnerships, Competitive Analysis, Restructuring, Private Placements, Management Consulting, Divestitures, Financial Advisory, LBO, International Business, IPO, Investor Relations, Portfolio Management, Financial Services, Acquisitions
Education
University of Southern California - Marshall School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance and Marketing
University of California, Irvine 1990 — 1995
Bachelor of Arts (B.A.), English Major / History Minor
ClearCap Strategic Advisors, LLC April 2015 - Present
FMV Capital Markets December 2009 - Present
Monarch Bay Securities March 2013 - April 2014
Industrial Capital Strategies April 2011 - February 2013
MRCworldwide August 2008 - October 2009
Citi Capital Strategies February 2001 - August 2008
Citigroup Capital Strategies 2001 - 2008
Skills
Mergers, Business Development, Market Research, Business Acquisition, Market Analysis, SWOT analysis, Private Placements, Mergers & Acquisitions, Competitive Analysis, Corporate Development, Marketing, Investment Banking, Corporate Finance, Divestitures, Restructuring, Analysis, Finance, Account Management, Business Valuation, Financial Analysis, Capital Markets, Due Diligence, Valuation, Leadership, Management, Capital, Sales, Financial Modeling, Portfolio Management, Private Equity, Investments, Equities, Securities, Leveraged Finance
Education
San Diego State University-California State University 1997 — 2000
MA, Communications
Masters of Communication and Marketing
BOK Financial February 2014 - Present
BOK Financial February 2007 - January 2014
CNBS, LLC May 2003 - January 2007
Citigroup Capital Strategies February 1997 - April 2003
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1999
Master of Business Administration (M.B.A.)
Rockhurst University 1987 — 1991
Bachelor's Degree, Finance Economics, Magna Cum Laude
Aptin Capital Group, LLC 2004 - Present
Citigroup Capital Strategies June 2000 - April 2004
Skills
Financial Modeling, Equities, Capital Markets, Investment Banking, Portfolio Management, Valuation, Investments, Financial Analysis, Corporate Finance, Financial Services, Asset Management, Mergers & Acquisitions, Due Diligence, Executive Management, Finance
Education
University of London 1997 — 1998
Studied Financial Management
San Diego State University-California State University 1991 — 1995
Bachelor of Science (BS), International Business
Scott-Macon, Ltd. April 2007 - Present
Valufinder Group June 2005 - March 2007
ARG Advisors, LLC April 2003 - May 2005
Citigroup Capital Strategies March 1998 - May 2003
Nestle Waters North America, Inc. June 1992 - February 1998
KPMG August 1988 - May 1992
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Equities, Derivatives, Capital Markets, Mergers, Private Equity, Fixed Income, Microsoft Excel
Education
Fordham University 1994 — 1996
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law, 3.4
Siena College 1986 — 1988
Bachelor of Arts (BA), Accounting, 3.8